This section takes you through integrating your HubSpot CRM with QuoteWerks. This will allow you to pull HubSpot CRM customer records into sales quotes, create HubSpot CRM deals, link to the HubSpot CRM items list, and much more using a single application: QuoteWerks.
Important: In order for the integration to function properly you must ensure the HubSpot CRM user has the following permissions set in HubSpot CRM: •CRM Objects: Invoices •CRM Tools: Customize record page layout •Marketing: Lists, Files •Sales: Create custom line items •Account > Settings Access: Personal email access, Edit property settings, Subscription Type settings, Manage product library, User table access, Breeze Copilot |
Setup the HubSpot CRM Login for QuoteWerks User
1. As a prerequisite you must Setup the HubSpot Login for QuoteWerks User by Navigating to Setup > My Preferences > Contact Manager. Once on this page you will click on "Manage User Access to HubSpot."
2. Click on "Request User Access to HubSpot."
3. Create an account or sign into an existing one.
Once a connection has been established you will see a screen like the one below.
4. Navigate back to QuoteWerks Web and click on "Retrieve Access Token."
5. Click the Test Connection button to validate the connection. Make sure to click Save to save the connection.
Follow these links for the next steps:
